Maryville College graduate Alex Willard has been promoted to partner at Le Conte Wealth, where he will serve as director of Purpose-Built Planning and client advisor.
“Alex has earned this through his passion for helping clients, embracing our team-first culture, and developing into a leader in both internal and community endeavors,” said Kevin Painter, managing partner.”
He joined the company after graduating in 2017 with a Bachelor of Arts in finance and accounting and a minor in sociology. Since then, he has passed the Uniform Investment Adviser Law Examination (Series 65) and the Special Enrollment Examination. These credentials allowed him to earn the Enrolled Agent designation from the U.S. Department of the Treasury.
Willard also serves on the United Way of Blount County Board of Directors, is treasurer of the Blount County Youth Court board and is a 2023 Leadership Blount graduate.
